Save a few exceptions, the hack collective of analysts and the media decided to settle on the Tim Cook can't replace Steve Jobs after all hypothesis.

I buy into that contention. In fact, I'm one of its originators and biggest proponents. But the Johnny-come-lately types have it all wrong. They're not timing this thing correctly. And they're going to get burnt.

Consider the dynamics of this "competition." Apple dominates the consumer mobile market against companies such as RIM and Microsoft. Microsoft doesn't want to become RIM and lose to Apple in enterprise as well.

Simply put, both companies, particularly RIM , are focusing on business customers with their new products. That's not as sexy to investors as the consumer and we tend not to hear about reports of enterprise success as frequently and fast as we do consumer traction.

While I was never on board for the company to issue one in the first place, Apple could raise its dividend. That could be a major catalyst. Not only would Steve Jobs have never appeased shareholders, he sure as heck would never raise a dividend to pump the stock.